Peru

Weekly Market Pulse: A Fatal Conceit

By |2023-01-23T10:00:11-05:00January 22nd, 2023|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks, Taxes/Fiscal Policy|

Inflation* in the US is falling rapidly with the CPI rising just 0.9% in the second half of 2022 versus 5.4% in the first six months. Existing home sales are down 14.6% in the last 3 months and 34% over the last year. Housing starts are down 22% and permits are down 30% year-over-year. Orders for durable goods are down [...]

There Are Two “L’s” In Half Argentina

By |2020-06-24T17:41:11-04:00June 24th, 2020|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

When Argentina requested, and received, a ~$50 billion bailout from the IMF in mid-2018 it was a total shock (to those who follow only central bankers and Economists when it comes to anything, though especially relating to the global dollar system). The platitudes were issued alongside standby financing which lasted only a couple of months before the stricken country pleaded [...]

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